Veralto Corporation

Veralto Corporation

VLTOยทNYSE

$84.67

+2.7%
IndustrialsIndustrial - Pollution & Treatment Controls

Veralto Corporation provides water analytics, water treatment, marking and coding, and packaging and color solutions worldwide. It operates through two segments, Water Quality (WQ) and Product Quality & Innovation (PQI). The WQ segment offers precision instrumentation and water treatment technologies to measure, analyze, and treat water in residential, commercial, municipal, industrial, research, and natural resource applications under the Hach, Trojan Technologies, ChemTreat and other brands. This segment also provides water solutions, including chemical reagents, services, and digital solutions. The PQI segment offers marking and coding for packaged goods and related consumables; a software solution that provides digital asset management, marketing resource management, and product information management; inline printing solutions for products and packaging with marking and coding systems; design software and imaging systems for the creation of new packaging designs; color management solutions for printed packages and consumer and industrial products; and color standard services for the design industry. This segment sells its products and services through the Videojet, Linx, Esko, X-Rite, and Pantone brands. The company serves industries, such as municipal utilities, food and beverage, pharmaceutical, and industrials. The company was formerly known as DH EAS Holding Corp. and changed its name to Veralto Corporation in February 2023. Veralto Corporation was incorporated in 2022 and is headquartered in Waltham, Massachusetts.

At a Glance

Live Snapshot
Market Cap$20.79B
EPS3.7900
P/E Ratio22.34
Earnings Date07/23/2026
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Veralto Corporation Street Expectations Map

VLTO ยท NYSE

Wall Street analysts project that VLTO stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 106.14, with estimates ranging from a low of 102.00 to a high of 113.00.

Lowest Target
102.00
20.47%
Consensus Target
106.14
25.36%
Highest Target
113.00
33.46%

The consensus 1-year price target stands at 106.14, with estimates ranging from a low of 102.00 to a high of 113.00.

Analyst Consensus Analysis

Upside Potential

+25.4%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

10.4% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Veralto Corporation Forward Estimates of Revenue

VLTO ยท NYSE
Latest Revenue
5.50B
FY 2025
Avg Estimate
5.83B
FY 2026
Estimate Range
5.80B - 5.84B
Analyst Spread

Forward Growth Analysis

Projected Growth+6.0%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Veralto Corporation Forward Estimates of Net Income

VLTO ยท NYSE
Latest Net Income
940.00M
FY 2025
Avg Estimate
1.05B
FY 2026
Estimate Range
1.03B - 1.06B
Analyst Spread

Forward Growth Analysis

Projected Growth+11.4%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Veralto Corporation Forward Estimates of EPS

VLTO ยท NYSE
Latest EPS
3.79
FY 2025
Avg Estimate
$4.18
FY 2026
Estimate Range
$4.13 - $4.26
Analyst Spread

Forward Growth Analysis

Projected Growth+10.3%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Veralto Corporation Forward Estimates of EBIT

VLTO ยท NYSE
Latest EBIT
1.27B
FY 2025
Avg Estimate
1.31B
FY 2026
Estimate Range
1.30B - 1.31B
Analyst Spread

Forward Growth Analysis

Projected Growth+3.3%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Veralto Corporation Forward Estimates of EBITDA

VLTO ยท NYSE
Latest EBITDA
1.35B
FY 2025
Avg Estimate
1.43B
FY 2026
Estimate Range
1.42B - 1.43B
Analyst Spread

Forward Growth Analysis

Projected Growth+5.8%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Veralto Corporation Forward Estimates of SG&A Expense

VLTO ยท NYSE
Latest SG&A Expense
1.76B
FY 2025
Avg Estimate
1.79B
FY 2026
Estimate Range
1.78B - 1.80B
Analyst Spread

Forward Growth Analysis

Projected Growth+2.1%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Veralto Corporation Insider Positioning

VLTO ยท NYSE

During the last 12 months, insiders have sold $1.95M worth of VLTO shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

300

26.46K

Net Activity

-26K

-$26K

3-6 Months

Bought

0

0.00

Sold

7.1K

686.34K

Net Activity

-686K

-$686K

6-9 Months

Bought

0

0.00

Sold

1.0K

101.73K

Net Activity

-102K

-$102K

9-12 Months

Bought

0

0.00

Sold

10.6K

1.13M

Net Activity

-1.1M

-$1.13M

Top Buyers

No buying activity

Top Sellers

1
HJ

Honeycutt Jennifer

Director, Officer: President And Ceo

10.6K sharesโ€ข1 transactions

$1.13M

2
KM

Kapity Melissa

Officer: Svp, Water Quality

7.1K sharesโ€ข1 transactions

$686K

3
BM

Bystrom Mattias

Officer: Svp, Pqi

1.0K sharesโ€ข1 transactions

$102K

4
SBM

Skeete Bernard M

Officer: Chief Accounting Officer

300 sharesโ€ข1 transactions

$26K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $1.95M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$26K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

4 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.